DoorDash has evolved from restaurant delivery into a global, multi-product, multi-line of business company shaping the future of local commerce. Recent major acquisitions include Deliveroo for $3.9B in May 2025 and restaurant booking platform SevenRooms for $1.2B. The company projects significant EBITDA growth to $710M-$810M by 2026 with substantial investments in new ventures and platform development.
Cyborg Score Rationale
DoorDash achieved its first annual profit in 2024 with revenue of $10.72 billion, representing 24.2% growth. The company exhibits strong financials with a gross margin of 50.04%, current ratio of 2.07, and debt-to-equity ratio of 0.36. Execution risks remain from aggressive expansion and integration of major acquisitions.
Top Insights
DoorDash launched Dot, an autonomous delivery robot traveling up to 20 mph, currently live in Phoenix metro area with early access program expansion planned.
Going Out feature enables direct restaurant reservations in the DoorDash app with DashPass members receiving exclusive perks and credits toward future orders.
DoorDash had 42 million active users in 2024 with 22 million DashPass subscribers providing recurring revenue foundation.
Recent mega-acquisitions (Deliveroo, SevenRooms) combined with Wolt subsidiary position DoorDash as global leader with presence in 40+ countries.
Named Competitors
Uber Eats — Ride-hailing company's food delivery service with global presence
Grubhub — Online food ordering and delivery platform
Wolt — European and Asian delivery marketplace acquired by DoorDash
Deliveroo — UK-based delivery service acquired by DoorDash in 2025
Recent Developments
(January 2026) Applied AI to safety across chat and calls, reducing incidents by 50%.
(December 2025) Completed acquisition of SevenRooms restaurant booking platform for $1.2 billion all-cash.
(September 2025) Partnership with Ace Hardware announced to provide delivery from 4,000+ locations.
(May 2025) Acquired UK-based Deliveroo for $3.9 billion, significantly expanding international footprint.
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